NK
Neal H. Keitz
KEITZ INVESTMENT MANAGEMENT LTD.
JENKINTOWN, PA 19046-2642
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CRD#: 4602558
NK
Professional summary
Neal Howard Keitz is a registered financial advisor currently at KEITZ INVESTMENT MANAGEMENT LTD. located in Jenkintown, Pennsylvania.
Neal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Neal has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Neal Howard Keitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 10, 1995 - Present
KEITZ INVESTMENT MANAGEMENT LTD.
Office #1: 100 West Ave, Suite 100 Beaver Hill South, Jenkintown, PA 19046-2642RIA
CRD#: 123770
JENKINTOWN, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(2/10/1995)
Exams
Current Firm
KI
KEITZ INVESTMENT MANAGEMENT LTD.
KEITZ INVESTMENT MANAGEMENT LTD.
CRD#: 123770 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (2/10/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ambler, PA
Mailing Address
Phone number
(215) 887-5100
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 13,400,000 |
Red Flags
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